EF

Empowered Funds Portfolio holdings

AUM $5.89B
1-Year Est. Return 27.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.9B
AUM Growth
+$1.07B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,971
New
Increased
Reduced
Closed

Top Buys

1 +$74.5M
2 +$46.1M
3 +$39M
4
AAPL icon
Apple
AAPL
+$33.4M
5
LRCX icon
Lam Research
LRCX
+$30.8M

Sector Composition

1 Technology 22.01%
2 Financials 14.22%
3 Consumer Discretionary 11.33%
4 Industrials 10.26%
5 Energy 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
UTHR icon
201
United Therapeutics
UTHR
$20.4B
$10.7M 0.11%
25,542
-37,988
EXPD icon
202
Expeditors International
EXPD
$20.9B
$10.7M 0.11%
87,101
-15,495
ITW icon
203
Illinois Tool Works
ITW
$85B
$10.7M 0.11%
40,851
-19,405
AA icon
204
Alcoa
AA
$15.7B
$10.6M 0.11%
322,380
+62,709
WSBC icon
205
WesBanco
WSBC
$3.54B
$10.6M 0.11%
331,876
+71,510
BKU icon
206
Bankunited
BKU
$3.71B
$10.6M 0.11%
277,052
+25,628
ALSN icon
207
Allison Transmission
ALSN
$9.89B
$10.6M 0.11%
124,540
+4,625
SPOT icon
208
Spotify
SPOT
$101B
$10.5M 0.11%
15,103
+1,244
DE icon
209
Deere & Co
DE
$180B
$10.5M 0.11%
23,024
+4,879
VICI icon
210
VICI Properties
VICI
$32.2B
$10.5M 0.11%
322,245
+65,761
RPRX icon
211
Royalty Pharma
RPRX
$19.3B
$10.5M 0.11%
297,479
+49,749
IBKR icon
212
Interactive Brokers
IBKR
$33.1B
$10.4M 0.1%
150,787
+13,318
CRGY icon
213
Crescent Energy
CRGY
$3.52B
$10.4M 0.1%
1,160,989
+45,699
VO icon
214
Vanguard Mid-Cap ETF
VO
$95.8B
$10.3M 0.1%
35,232
+4,815
STNG icon
215
Scorpio Tankers
STNG
$3.71B
$10.3M 0.1%
184,181
+8,859
T icon
216
AT&T
T
$196B
$10.3M 0.1%
363,921
-361,823
VAC icon
217
Marriott Vacations Worldwide
VAC
$2.04B
$10.3M 0.1%
154,297
+7,504
EXEL icon
218
Exelixis
EXEL
$11.3B
$10.2M 0.1%
248,053
-179,273
INTC icon
219
Intel
INTC
$220B
$10.2M 0.1%
304,032
+44,207
RNST icon
220
Renasant Corp
RNST
$3.83B
$10.2M 0.1%
276,317
+25,532
AEP icon
221
American Electric Power
AEP
$70B
$10.1M 0.1%
89,819
+21,774
LCII icon
222
LCI Industries
LCII
$3.57B
$10.1M 0.1%
108,213
-4,344
LIN icon
223
Linde
LIN
$232B
$10M 0.1%
21,043
+6,079
VSCO icon
224
Victoria's Secret
VSCO
$5.17B
$9.98M 0.1%
+367,645
PANW icon
225
Palo Alto Networks
PANW
$120B
$9.95M 0.1%
48,854
+24,432